In Dynamics AX, e-mails can be sent in several ways. One of them is to use Microsoft Office Outlook. The benefit of using Outlook is that the user can review e-mails and modify if required, before they are actually sent. Also, all the sent e-mails can be stored in the user's Outlook folders.
In this recipe, we will send an e-mail using Outlook. We will incorporate customer data from the system into a template to create the e-mail's text.
Before we start with the code, we need to create a new e-mail template. This is standard Dynamics AX functionality and can be found in Organization administration | Setup | E-mail templates. Open the E-mail templates form and create the following record:
Next, click on the E-mail message button and enter the e-mail body, as shown in the following screenshot: